See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,465 | $48,795+67.0% | $65,493+24.4% | $84,808-3.9% |
| Participation rate | 43.0% | 67.0%-23.9pp | 73.1%-30.1pp | 68.3%-25.3pp |
| Annual return | 16.95% | 20.20%-3.3pp | 982.45%-965.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $593 | $1,930-69.3% | $2,574-77.0% | $2,631-77.5% |
| Participant deferral / active EE | $1,695 | $2,928-42.1% | $3,961-57.2% | $4,212-59.8% |
| Admin fee / account holder | $8,678 | $3,877+123.8% | $5,028+72.6% | $7,344+18.2% |